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Insurance Inspired 2022

Coming Back Strong: Offline Success in an Online World

7/26/2022 - 7/27/2022
Virtual

Overview

Who Attends

Life insurance and financial services professionals that are responsible for, or involved with, agency management and transformation, strategy, sales, and training throughout the Asia-Pacific Region. Heads of agency, distribution executives, sales managers and agents will all benefit from the content being presented during this event.

Need Help Getting Approval? Download our "Convince Your Boss" letter for ideas on how to get your request to attend approved!

Highlights

This conference will be conducted in English.

The life insurance industry is changing at an unprecedented rate, as employees, agents and consumers all continue to demand more digital friendly business models, while still having a need for personal interaction.  Regardless of the insurance or financial products you are selling, staying abreast to the latest industry trends and innovations can help you better attract and retain customers, attract and retain agents/advisors, enhance channel performance, and boost your overall brand image. This event will offer insights into how companies, executives, and top agents can continue to innovate their online strategy, without losing sight of that critical offline touch.

Planned topics of discussion include:

  • Creating and embracing a digital culture
  • Combining online and offline outreach to close sales
  • Mastering the human touch to clinch the virtual deal
  • Gen Y-Z recruitment
  • Supercharging your recruitment strategies
  • Financial Advisor vs. Insurance Agent: Understanding the difference
  • Master the power of LinkedIn branding & social selling
  • Using social selling to generate leads and referrals
  • Securing yourself and your team from cyber risk
  • The Pulse of today's consumer
  • Understanding the Metaverse, and what it means for the insurance industry
  • Making data-driven financial advisory easy

Please continue to check back for additional details and updates as they are confirmed! 

7th Asia Trusted Life Agents & Advisers Awards

After the first day of sessions, we also invite you to join us at the 7th Asia Trusted Life Agents & Advisers Awards, recognizing the achievements of individuals who have touched the lives of people in many different ways and the corporate executives, companies, associations and service providers who help agents and advisers on their path to excellence.

Speakers

Max Ang
Insurance Technology Research Lead, APAC, Celent

  • Tuesday, July 26, 2022

    1:30 pm - 2:10 pm: GENERAL SESSION

Max Ang

Insurance Technology Research Lead, APAC, Celent

Max is the Insurance Technology Research Lead for APAC within Celent’s insurance practice and is based in Singapore. Max’s research concentrates on trending topics affecting APAC insurance technology markets, data science, digital innovation, process automation, and emerging technology of core systems.  As part of consulting engagements and analyst's access, he provides perspective and recommendations in business and technology trends both globally and in an APAC capacity. Max is a speaker at leading insurance industry events such as InsureTech Connect Asia, Finovate Asia, and Celent's Innovation and Insight Week, where he also acts as a judge for Celent's Model Insurer Award program.  Prior to joining Celent, Max worked in financial technology and banking, where he developed machine learning algorithms for optical character recognition and image processing at OneConnect Financial Technology, subsidiary of Ping An Insurance Group. At DBS Bank and Oversea-Chinese Banking Corporation, Max was a data analyst in the domains of retail banking and credit risk. He has also worked on content marketing, with a research focus on gamification.  Max received a Master of Technology in Enterprise Business Analytics from the National University of Singapore and a Bachelor of Science in Information Systems and Management from the University of London, with academic direction by London School of Economics and Political Science.

Matthew Chew
Executive Director of Financial Services, Advisors Alliance Group, AIAFA

  • Wednesday, July 27, 2022

    2:45 pm - 3:30 pm: GENERAL SESSION

Matthew Chew

Executive Director of Financial Services, Advisors Alliance Group, AIAFA

Matthew Chew is an Executive Director of Advisors Alliance Group, AIAFA.  Starting with just two people in his team in 2013, Matthew now has nearly 100 people under his care – and he is only 35 years old this year.  Since 2017, the team has groomed its members to achieve 35 qualified Million Dollar Round Table (MDRT) and 59 International Dragon Awards (IDA) Associates.  Matthew’s vision for technological advances in the financial services industry has truly manifested during the crucial times of 2020. He spearheaded the building of a digital platform to allow for seamless financial advisory. This allowed the firm, now nearly 1000 strong, to leverage on this technology to continue providing their essential services during a time where all were ordered to stay home.

Christian Chua
Business Motivator, Thought-Leader, Christian Chua Training Academy

  • Tuesday, July 26, 2022

    11:00 am - 11:40 am: GENERAL SESSION

Christian Chua

Business Motivator, Thought-Leader, Christian Chua Training Academy

Christian Chua is an experienced speaker and a prominent figure in the Financial Services industry. His powerful motivational sessions have brought him to over 40 cities worldwide, including the United States and China. "Mindshift" is his latest creation, where he boldly challenges existing paradigms to help you achieve a quantum leap in your business. Participants often describe it as a powerfully thought-provoking program and are left thinking on a higher level.

Christian’s competence in human behaviour transformation, change management, people skills, sales motivation, communication, and life strategies has earned him much respect. Christian is the author of seven books, including the best-selling ‘How to Be a Success Magnet,’ ‘Making a Fortune While Sipping Coffee,’ and ‘The Referability Factor.’ He appears regularly on the radio, television, and the Internet, as well as in periodicals.

Christian’s other keynote teachings include Face profiling, The Audacity to Win, Rapid Networking Skills, How to be a Success Magnet, Sales Motivation – The Rhythm of Winning, Sales Bootcamp –  The DNA of Success, and many others.

Calvin Lee
Financial Services Director, AXA Insurance Pte Ltd.

  • Wednesday, July 27, 2022

    2:45 pm - 3:30 pm: GENERAL SESSION

Calvin Lee

Financial Services Director, AXA Insurance Pte Ltd.

Calvin joined the Financial Services Industry in 2008. He holds the prestigious professional titles of Chartered Insurance Agency Manager, Chartered Financial Consultant and Certified Financial Planner. Being an engineer by training and a strong believer of embracing digital technology with a human touch, Calvin was awarded LinkedIn Champion 2018 by his company for his proven success in using LinkedIn for recruitment. Calvin was further recognised for his digital work when he was named the Winner for Digital Agency Leader of the Year 2019 by Asia Trusted Life Agents and Advisors Network.  This award ranks him the best in Asia for being the digitally-savvy agency leader who is leveraging the power of social media and technology to run his agency.

In his practice, Calvin leads an agency specializing in retirement adequacy planning, legacy planning, business owners planning and employee benefits. Believing in giving back and serving the industry, Calvin was the elected President (2019/20) of Financial Services Managers Association (FSMA) of Singapore. He is currently serving as the Board Of Governors (2022/23) of FSMA.

Joshua Luke
Personal Brand Master & Global Speaker

  • Tuesday, July 26, 2022

    10:20 am - 11:00 am: GENERAL SESSION

Joshua Luke

Personal Brand Master & Global Speaker

An award-winning entrepreneur and international master trainer, Joshua is the go-to-guy for development in the areas of personal branding, sales communication and leadership performance.  He has provided sales and leadership training to senior executives and professionals at multi-national corporations and small-medium enterprises, including AIA, Prudential, UOB Bank, Loreal, SCENTAL Travel, Denza (China), and Colourworks International (South Africa).  Since 2005, Joshua has been the Official Judge and Trainer for several 'Miss Singapore’' pageants, training the contestants in 'Image Presentation', 'Social Etiquette & Mannerism' and 'Body Language In Effective Communication'. A former Winner of NUS Manhunt and former Mr. Singapore, he is a popular figure with the media, appearing on print, online, and on TV.

Paul McNamara
Editorial Director, Asia Insurance Review & Middle East Insurance Review

  • Wednesday, July 27, 2022

    2:45 pm - 3:30 pm: GENERAL SESSION

Paul McNamara

Editorial Director, Asia Insurance Review & Middle East Insurance Review

Mr. McNamara is a journalist, author, editor and biographer with extensive experience in Asia, UK, the Arabian Gulf and Australia covering the wholesale financial markets. Over the years he has worked for the Financial Times, Fairfax Media, Euromoney Institutional Investor, CPI Financial and Eaglemont Media. His areas of specialisation include insurance, reinsurance, Islamic finance, investment banking, project finance, trade finance, wealth management, private equity, hedge funds and alternative investments, the Middle East banking and finance industry, GCC capital markets and the world of interest rate securities. Mr. McNamara is also the author of numerous books including The History of Banking in the UAE, the History of the National Bank of Abu Dhabi, Dubai Islamic Bank: 35 Glorious Years, Islamic Wealth Management, Islamic Investment Banking, Qatar Takes Off, Abu Dhabi and Dubai: Young and Rich, Qatar: Modern Business Hub and many more.

June Mok
Head of Sales (SG), GoalsMapper Pte Ltd

  • Wednesday, July 27, 2022

    1:00 pm - 1:40 pm: GENERAL SESSION

June Mok

Head of Sales (SG), GoalsMapper Pte Ltd

Attracted by the fulfilment of a meaningful career, June joined the financial services industry to make a difference to people’s lives. She is a Chartered Financial Planner (CFP) and a strong advocate in financial planning, winning numerous awards including Top Rookie in 2012, Million Dollar Round Table (MDRT) form 2013 to 2015, Court of the Table (COT) from 2016 to 2021. In her role with GoalsMapper, June is responsible for business development through sales and users’ acquisition.

Jeremy Rolleston
Two-time Olympian, CEO, & Author

  • Tuesday, July 26, 2022

    2:10 pm - 2:50 pm: GENERAL SESSION

Jeremy Rolleston

Two-time Olympian, CEO, & Author

Jeremy Rolleston is a two-time Olympian, has represented Australia in two sports (rugby and bobsleigh), and is a two-time World Champion (Masters). He is also CEO and founder of Active8me - a digital fitness & health platform that has recently launched in Asia. Prior to founding Active8me, Jeremy had a successful career in investments including Managing Director at Artesian Venture Partners, General Manager at Perpetual Investment and Executive Director at Goldman Sachs. He is also author of A Life That Counts and a sought after performance and motivational speaker.

Kartik Sakthivel, PhD, MS-IT/MS-CS, MBA, PGC-IQ
Vice President & Chief Information Officer and Regional CEO – Asia West , LIMRA and LOMA

  • Tuesday, July 26, 2022

    10:00 am - 10:10 am: WELCOME REMARKS

  • Wednesday, July 27, 2022

    11:05 am - 12:00 pm: GENERAL SESSION

Kartik Sakthivel, PhD, MS-IT/MS-CS, MBA, PGC-IQ

Vice President & Chief Information Officer and Regional CEO – Asia West , LIMRA and LOMA

As chief information officer for LIMRA and LOMA, Kartik Sakthivel is responsible for developing the information technology strategic direction for the enterprise. In this capacity, he directs and manages computing and information technology policies, programs and schedules for business and enterprise systems, and manages information services to meet LIMRA and LOMA’s corporate goals and objectives.

An industry thought leader, he champions the use of technology to improve the revenue, profitability, and efficiency of the organization. Joining LIMRA and LOMA in 2017, Sakthivel has broad industry experience, most recently as director of technology at Liberty Mutual Insurance.

He holds a doctorate in Computer and Information Sciences with a focus on AI and Information Quality from University of Arkansas at Little Rock, and a Master of Science in Computer Information Systems/Information Technology, as well as a Master of Business Administration from Southern New Hampshire University.

Jensen Siaw
Global Motivational Speaker & CEO, Jensen Siaw International

  • Tuesday, July 26, 2022

    3:10 pm - 4:00 pm: GENERAL SESSION

Jensen Siaw

Global Motivational Speaker & CEO, Jensen Siaw International

Jensen is a Master Performance Coach & Global Motivational Speaker. Known as a master motivator in the life insurance industry, he has coached MDRT/COT/TOT qualifiers and leaders of Multi-Million Dollar Agencies. His clientele includes MDRT, AIA, Allianz, Aviva, Prudential, Manulife, HSBC Life, Tokio Marine, Zurich, Great Eastern, Income, bancassurance partners and other financial institutions in the region.

Jensen is also the Chief Motivator & CEO at Jensen Siaw International (JSI). JSI is engaged every year by insurance companies to run recruitment seminars, university recruitment programmes, leads generations platforms and sales breakthrough boot camps. Recognised for his work in Asia’s life insurance industry, Jensen was invited onto the judging panel for the Asia Trusted Life Agents and Advisers Awards, serving alongside the suite of CEOs and CDOs of various insurers in the region.

In 2022, Jensen co-founded LearnAply.com, an online learning and development platform that provides video-on-demand & live courses/events dedicated to helping insurance advisers and agency leaders in Asia run thriving financial advisory practices. He is also the author of "Change Your Inner Cards, Win The Outer Game", a book that has since become the manual for breakthrough boot camps for MDRT aspirants.

Todd A. Silverhart, Ph.D., LLIF
Corporate Vice President and Director, Research Quality & Markets Research, LIMRA and LOMA

  • Wednesday, July 27, 2022

    2:45 pm - 3:30 pm: GENERAL SESSION

Todd A. Silverhart, Ph.D., LLIF

Corporate Vice President and Director, Research Quality & Markets Research, LIMRA and LOMA

Silverhart is responsible for directing select strategic research initiatives as well as implementing and managing processes to assure the quality of LIMRA and LOMA’s research program. Todd oversees the development of research agendas, the practices followed in conducting research, and the procedures for assuring the quality of research deliverables.

A frequent industry speaker and author, he also serves as staff representative for LIMRA and LOMA’s Customer Insight Advisory Council.

Having joined LIMRA and LOMA in 1988, Silverhart previously served in LIMRA and LOMA’s Assessment Solutions unit, where he conducted producer and field manager selection research, consultation, and product development. From 2000 to 2019 he managed various LIMRA and LOMA research functions including Technology in Marketing and Distribution, Markets, and Insurance Research.

Silverhart is a graduate of Middlebury College and received his Ph.D. in industrial and organizational psychology from Old Dominion University.

Shefali Sonpar
Digital Transformation Evangelist

  • Wednesday, July 27, 2022

    1:40 pm - 2:30 pm: GENERAL SESSION

Shefali Sonpar

Digital Transformation Evangelist

Shefali is a recognized digital transformation expert helping insurers evolve in the face of disruption. She has received prestigious awards including 𝐓𝐨𝐩 𝟏𝟎𝟎 𝐆𝐥𝐨𝐛𝐚𝐥 𝐖𝐨𝐦𝐞𝐧 𝐢𝐧 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐛𝐲 𝐆𝐂𝐏𝐈𝐓 𝟐𝟎𝟐𝟏, 𝐏𝐨𝐰𝐞𝐫 𝐖𝐨𝐦𝐞𝐧 𝐀𝐰𝐚𝐫𝐝 𝐛𝐲𝐋𝐞𝐚𝐝 𝐈𝐧𝐝𝐢𝐚 𝟐𝟎𝟐𝟏 by Lead India Foundation, 𝐖𝐨𝐦𝐚𝐧 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐫 𝐨𝐟 𝐭𝐡𝐞 𝐘𝐞𝐚𝐫 (𝐈𝐧𝐝𝐢𝐚) 𝐈𝐧𝐬𝐮𝐫𝐭𝐞𝐜𝐡 𝟐𝟎𝟐𝟏 by Insurance Alertss - India's No 1 And Asia's No 2 Dedicated Insurance News Platform. Shefali has held global leadership roles across business and technology with Fortune 500 companies. She is an international speaker and cited expert on the subjects of technology, Insurance and innovation. She is Hon. Vice Chairperson, FinTech, InsurTech & RegTech Advisory Board, Confederation of Indian Micro, Small and Medium Enterprises. Shefali is best known for pushing innovation boundaries to improve customer experience and deliver enhanced business outcomes. At a personal level she harbours a deep interest in nurturing talent and has received global recognition for her efforts towards inclusion and diversity.

Terry Sullivan
Founder, BuzzPro

  • Wednesday, July 27, 2022

    10:05 am - 11:05 am: GENERAL SESSION

Terry Sullivan

Founder, BuzzPro

Terry Sullivan is a thought leader and technology advisor in the world of Social Media. He previously served as Director of Marketing for Verizon Communications where he launched many successful national marketing programs that gained more than 456,000 new customers and reduced churn by more than 6% annually, in spite of multiple price increases and competitor product launches. In 2012, Terry founded BuzzPro, an Integrated Marketing and Social Media Marketing and Training company, to meet the needs of business owners and leaders that were unsure about how to use online marketing tools to find and connect with potential prospects and clients. He now works with his clients to show them how to fill their sales funnels with more sales using advanced LinkedIn branding and Social Selling strategies. His presentations have helped hundreds of clients learn how to expand their influence and grow their businesses. His programs focus on keyword optimization, branding and Social Selling strategies that help his clients tap into the unlimited world of Social Media to get better leads, more prospects and clients. Terry received his Social Media Marketing Certification from Splash Media University, one of the nation’s premier Social Media training companies.

Sheela Suppiah
Chief Executive Officer, Asia Insurance Review & Middle East Insurance Review

  • Tuesday, July 26, 2022

    10:10 am - 10:20 am: SPECIAL ADDRESS

Sheela Suppiah

Chief Executive Officer, Asia Insurance Review & Middle East Insurance Review

Jason Tan
Lead Gen Strategist & Global Speaker

  • Wednesday, July 27, 2022

    3:30 pm - 4:10 pm: GENERAL SESSION

Jason Tan

Lead Gen Strategist & Global Speaker

Jason is an award-winning marketing strategist known as ‘the Goliath of Advertising’ due to his unusual effective and disruptive marketing tactics. His distinctive strategy has allowed him to envision what he calls the NextGen Agency Architectural blueprint, which combines off-the-record strategies with fintech capabilities. This approach helped to increase his agency’s FYC by 55%, growing the agency strength by 86% in a year. This success has lead to him being invited to keynote multiple events across Asia, where he shares best practices for building a Million Dollar Agency.

Agenda

All times listed are Singapore Standard Time

Registration

Early Bird Registration Rates - Register by 24 June to Save!

Individual Registration: US $99

*Company Registration Package:

  • 25 attendees: $2,000
  • 50 attendees: $3,000
  • Up to 200 attendees: $5,000
  • Extra groups of 100 @ $1,000

Standard Registration Rates - Register after 24 June:

Individual Registration: US $149

*Company Registration Package:

  • 25 attendees: $3,500
  • 50 attendees: $4,500
  • Up to 200 attendees: $7,500
  • Extra groups of 100 @ $1,500

*The company registration package offers tiered pricing options to allow companies an opportunity to pay a flat fee to send multiple employees and agents, located within a single country.  Companies that purchase a group registration package will also have their logo prominently displayed in the “Supporting Organizations” recognition areas, and will be given verbal recognition from the general session platform during the event. 

For more information or to register a group, please contact Jinhai Guo at GUOJ@LOMA.org or visit https://insuranceinspired.asiaadvisersnetwork.com/register to submit your interest.

Technical Requirements: Attendees will not need to download or install any software to participate, however we recommend coordinating with your IT department to address firewall restrictions on your device and/or network that may prohibit access to the event. Please read this article for more information and a full list of domains that should be allow-listed by your network admins. Important note: This event will be run on a platform that is often inaccessible from Mainland China. Please read this article to determine if your location will prevent you from logging in to the event.

Become a Sponsor or Exhibitor

Sponsors and Exhibitors

Interactive Game Sponsor

Silver Sponsor

Supporting Organizations

Contact us to learn more:

Mr. Jinhai Guo

International Conference Coordinator

LIMRA and LOMA

GUOJ@loma.org

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